JAM
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Jupiter Asset Management’s Aon AON Stock Holding History

Jupiter Asset Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-131,483
Closed -$46.9M – 426
2025
Q2 		$46.9M Buy
131,483
+68,698
+109% +$24.9M 0.39% 88
2025
Q1 		$25.1M Buy
+62,785
New +$24.1M 0.24% 133
2020
Q1 		– Sell
-10,355
Closed -$2.16M – 206
2019
Q4 		$2.16M Buy
+10,355
New +$2.05M 0.07% 176
2017
Q2 		– Sell
-15,000
Closed -$1.78M – 215
2017
Q1 		$1.78M Sell
15,000
-14,311
-49% -$1.65M 0.07% 203
2016
Q4 		$3.27M Buy
+29,311
New +$3.27M 0.12% 179
2015
Q1 		– Sell
-15,900
Closed -$1.51M – 213
2014
Q4 		$1.51M Buy
+15,900
New +$1.42M 0.05% 209

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return